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Field Service Management (FSM) Implementation
Code:
SN FSM Imp
Duration:
2 Day
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$1700
USD
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ServiceNow Field Service Management (FSM) helps companies efficiently manage location-based work tasks. Field Service Management Implementation focuses specifically on field service management applications and related functionality, most of which may be configured during an implementation using a low-code or no-code approach. Field Service Management Implementation provides practical skills to accelerate field service management implementations.
This course is available in the following formats:
Duration: 2 Day
Duration: 2 Day
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Delivery Format: Virtual Classroom
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$ 1700 |
In this two-day interactive course attendees gain the skills for the effective implementation of the ServiceNow Field Service Management application. This course is designed for Implementation Specialists responsible for set-up and configuration of the Field Service Management applications. A combination of lecture, group discussions, group activities, and lab work helps attendees develop skills to achieve the following:
- Validate foundational data
- Analyze and implement customer business requirements
- Use industry good practice for field service management implementation
- Discuss common field service management integration scenarios and good practices
- Set-up field service business and assignment configuration
- Configure work order form and mandatory skills
- Create advanced maintenance plans and maintenance schedules
- Configure central dispatch and dynamic scheduling
- Automate transfer order line task assignment using flow designer
- Configure appointment booking service
- Configure advanced time recording and time sheet policy
- Create a targeted communication
- Configure contextual knowledge for work orders and work order tasks
- Configure field service mobile application
Module 1: Field Service Management Implementation Planning
Topics:
- FSM features, process, and data review
- Field service industry good practices
- FSM implementation good practices
- Process Integrations
- Foundation data planning
Labs:
- Lab 1.1 Prepare to Implement Field Service Management
Module 2: Implementing Field Service Processes
Topics:
- Validate Foundation Data
- Configure Field Service Process, Assignment, and Add-ons
- Configure Work Order Creation
- Configure Time Recording
Labs:
- Lab 2.1 Validate Foundation Data
- Lab 2.2a Configure Approval Workflow
- Lab 2.2b Field Service Configuration
- Lab 2.3a Configure Mandatory Skills
- Lab 2.3b Create a Work Order Template
- Lab 2.4 Create an Advanced Maintenance Plan
- Lab 2.5 Configure Advanced Time Recording
Module 3: Optimizing Inventory & Scheduling Operations
Topics:
- Scheduling and Dispatch Configurations
- Dynamic Scheduling Configuration
- Parts Sourcing and Transfer Process automation
Labs:
- Lab 3.1a Configure Central Dispatch
- Lab 3.1b Configure Dynamic Scheduling
- Lab 3.2 Automate Transfer Order Line Task Assignment using Flow Designer
Module 4: Implementing Field Service Mobile
Topics:
- Agent Mobile Application Overview
- Field Service Mobile Configurations
- Mobile Migration Considerations
Labs:
- Lab 4.1 Configure VIP Tasks Applet
Module 5: Implementing Related Processes
Topics:
- Customer Experience Configurations
- Appointment Booking Configuration
- Configure Targeted Communications
- Configure Field Service Knowledge Base and Contextual Search
Labs:
- Lab 5.1a Configure Appointment Booking
- Lab 5.1b Appointment Booking Advanced Availability Configuration
- Lab 5.2 Create a Targeted Communication and Notification
- Lab 5.3 Configure Contextual Knowledge for the Field Service Knowledge Base
Module 1: Field Service Management Implementation Planning
Topics:
- FSM features, process, and data review
- Field service industry good practices
- FSM implementation good practices
- Process Integrations
- Foundation data planning
Labs:
- Lab 1.1 Prepare to Implement Field Service Management
Module 2: Implementing Field Service Processes
Topics:
- Validate Foundation Data
- Configure Field Service Process, Assignment, and Add-ons
- Configure Work Order Creation
- Configure Time Recording
Labs:
- Lab 2.1 Validate Foundation Data
- Lab 2.2a Configure Approval Workflow
- Lab 2.2b Field Service Configuration
- Lab 2.3a Configure Mandatory Skills
- Lab 2.3b Create a Work Order Template
- Lab 2.4 Create an Advanced Maintenance Plan
- Lab 2.5 Configure Advanced Time Recording
Module 3: Optimizing Inventory & Scheduling Operations
Topics:
- Scheduling and Dispatch Configurations
- Dynamic Scheduling Configuration
- Parts Sourcing and Transfer Process automation
Labs:
- Lab 3.1a Configure Central Dispatch
- Lab 3.1b Configure Dynamic Scheduling
- Lab 3.2 Automate Transfer Order Line Task Assignment using Flow Designer
Module 4: Implementing Field Service Mobile
Topics:
- Agent Mobile Application Overview
- Field Service Mobile Configurations
- Mobile Migration Considerations
Labs:
- Lab 4.1 Configure VIP Tasks Applet
Module 5: Implementing Related Processes
Topics:
- Customer Experience Configurations
- Appointment Booking Configuration
- Configure Targeted Communications
- Configure Field Service Knowledge Base and Contextual Search
Labs:
- Lab 5.1a Configure Appointment Booking
- Lab 5.1b Appointment Booking Advanced Availability Configuration
- Lab 5.2 Create a Targeted Communication and Notification
- Lab 5.3 Configure Contextual Knowledge for the Field Service Knowledge Base
The ServiceNow® Field Service Management Implementation course is for Customers, Partners, and Employees who implement features, functions, and data associated with field service management.